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Geometric Wealth Advisors’s Global Payments GPN Stock Holding History

Geometric Wealth Advisors’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,242
Closed -$363K – 72
2024
Q4 		$363K Buy
+3,242
New +$355K 0.07% 55

Other funds holding GPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geometric Wealth Advisors's GPN Position: Q1 2025 in Review

Geometric Wealth Advisors sold out of Global Payments (GPN) in Q1 2025, closing a stake of 3,242 shares — an estimated $363K sold.

Geometric Wealth Advisors first reported a position in GPN in Q4 2024 and held it in 1 quarter. The position peaked at $363K in Q4 2024. 876 funds tracked by Wall St. Rank hold GPN as of Q1 2025.

  • Geometric Wealth Advisors reported no remaining Global Payments position as of Q1 2025 after selling out during the quarter.
  • Geometric Wealth Advisors sold 3,242 Global Payments shares in Q1 2025, an estimated $363K.
  • Geometric Wealth Advisors first reported a position in Global Payments in Q4 2024 and held it in 1 quarter.
  • Geometric Wealth Advisors's Global Payments position peaked at $363K in Q4 2024.
  • 876 funds tracked by Wall St. Rank held Global Payments as of Q1 2025.

Based on Geometric Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.